CWM
Collaborative Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Hold |
611
| – | – | 0.11% | 151 |
|
|
2025
Q1 | $221K | Hold |
611
| – | – | 0.1% | 155 |
|
|
2024
Q4 | $245K | Sell |
611
-47
| -7% | -$18.9K | 0.11% | 149 |
|
|
2024
Q3 | $247K | Hold |
658
| – | – | 0.11% | 146 |
|
|
2024
Q2 | $240K | Buy |
658
+47
| +8% | +$17.1K | 0.12% | 144 |
|
|
2024
Q1 | $206K | Sell |
611
-226
| -27% | -$76.2K | 0.1% | 158 |
|
|
2023
Q4 | $254K | Hold |
837
| – | – | 0.14% | 135 |
|
|
2023
Q3 | $223K | Sell |
837
-20
| -2% | -$5.32K | 0.13% | 148 |
|
|
2023
Q2 | $236K | Buy |
857
+20
| +2% | +$5.5K | 0.14% | 147 |
|
|
2023
Q1 | $205K | Buy |
+837
| New | +$205K | 0.13% | 160 |
|
|
2022
Q3 | – | Sell |
-988
| Closed | -$216K | – | 177 |
|
|
2022
Q2 | $216K | Buy |
+988
| New | +$216K | 0.14% | 170 |
|
|
2021
Q4 | $351K | Buy |
+1,148
| New | +$351K | 0.19% | 146 |
|
|
2021
Q1 | $274K | Buy |
+988
| New | +$274K | 0.16% | 160 |
|